Revisor Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Revisor Wealth Management’s Portfolio FLOT Stock Details FLOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,918	Closed	-$403K	–	273
2025 Q2	$403K	Sell	7,918 -9,961	-56%	-$506K	0.15%	166
2025 Q1	$913K	Buy	17,879 +13,569	+315%	+$692K	0.41%	50
2024 Q4	$219K	Buy	+4,310	New	+$220K	0.2%	112
2024 Q3	–	Sell	-6,169	Closed	-$315K	–	177
2024 Q2	$315K	Buy	6,169 +983	+19%	+$50.1K	0.22%	112
2024 Q1	$264K	Buy	5,186 +408	+9%	+$20.8K	0.12%	161
2023 Q4	$242K	Buy	4,778 +344	+8%	+$17.4K	0.28%	107
2023 Q3	$226K	Buy	+4,434	New	+$225K	0.19%	137
2023 Q2	–	Sell	-6,098	Closed	-$307K	–	160
2023 Q1	$307K	Buy	+6,098	New	+$308K	0.28%	96

Other funds holding FLOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Revisor Wealth Management's FLOT Position: Q3 2025 in Review

Revisor Wealth Management sold out of iShares Floating Rate Bond ETF (FLOT) in Q3 2025, closing a stake of 7,918 shares — an estimated $403K sold.

Revisor Wealth Management first reported a position in FLOT in Q1 2023 and held it in 8 quarters. The position peaked at $913K in Q1 2025. 649 funds tracked by Wall St. Rank hold FLOT as of Q3 2025.

Revisor Wealth Management reported no remaining iShares Floating Rate Bond ETF position as of Q3 2025 after selling out during the quarter.
Revisor Wealth Management sold 7,918 iShares Floating Rate Bond ETF shares in Q3 2025, an estimated $403K.
Revisor Wealth Management first reported a position in iShares Floating Rate Bond ETF in Q1 2023 and held it in 8 quarters.
Revisor Wealth Management's iShares Floating Rate Bond ETF position peaked at $913K in Q1 2025.
649 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2025.

Based on Revisor Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.